Essentials

Bank Credit Analyst

Bank Credit Analyst

Bank Credit Analyst

The uranium bull market is climbing a wall of doubt. Read more about the underlying supply-demand fundamentals supporting the current bull market.

Bank Credit Analyst

Bank Credit Analyst

The uranium market is at a crossroads of economics and geopolitics. This report presents an overview of supply and demand factors that have led to the formation of the present supply deficit.

Bank Credit Analyst

In a guest research report, Martin Barnes, BCA’s former Chief Economist, revisits the idea of the Debt Supercycle and discusses how its true end may emerge in response to a fiscal crisis in the US over the coming few years.

Bank Credit Analyst

In a guest research report, Martin Barnes, BCA’s former Chief Economist, revisits the idea of the Debt Supercycle and discusses how its true end may emerge in response to a fiscal crisis in the US over the coming few years.

Bank Credit Analyst

AI, EVs, and reshoring will lead to a massive surge in demand for electricity. Carbon-free, cheap, baseload nuclear energy stands to greatly benefit from these megatrends going forward.

Bank Credit Analyst

Bank Credit Analyst

Stay overweight US equities versus world, long US energy sector versus Middle East stocks, and long Canada and Mexico versus global-ex-US stocks.